【渣打银行:以太坊财库公司投资价值超越美现货ETH ETF】金色财经报道,渣打银行数字资产研究主管Geoffrey Kendrick表示,以太坊财库公司自6月以来已购入约1.6%的流通ETH,购买速度与ETH现货ETF持平,市值与净资产比(NAV倍数)已回归正常水平,并维持在1以上,显示其“极具投资价值”。他指出,这些公司因可参与质押和DeFi操作,投资吸引力超越美国现货ETH ETF。SharpLink Gaming(SBET)为该领域代表之一。Kendrick预计,ETH财库公司最终可能持有10%的流通ETH,增长速度将快于比特币财库公司,反映出机构对ETH作为企业储备资产的广泛接受。
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